Loan Processing moves the file.
BrokViser supports mortgage brokers throughout the loan lifecycle, working within your brokerage's established processes and systems wherever appropriate.
Support across every stage of the file
Grouped into three stages so you can see where each task sits, not just a list of functions.
Prepare
Getting a file ready to move.
Document Collection & Verification
Requesting, tracking and verifying supporting documents from clients and referrers.
Data Entry & File Preparation
Accurate entry of borrower, income and liability data into your CRM and lender platforms.
CRM Maintenance
Keeping client and deal records current so your pipeline reporting stays reliable.
Application Preparation
Preparing loan applications for lodgement in line with your brokerage's checklists and standards.
Lender Application Packaging
Assembling and formatting application packages ready for submission.
Progress
Keeping a file moving once it's with the lender.
Loan Lodgement Support
Supporting the lodgement process and confirming applications are correctly submitted.
Lender Follow-Ups
Chasing lender updates so files keep moving and brokers are not stuck on hold.
Outstanding Condition Management
Tracking conditional approval requirements and coordinating what is needed to clear them.
Valuation Coordination
Booking and tracking valuations, and following up on outcomes with lenders.
Loan-Tracking Administration
Maintaining accurate pipeline and status tracking across every active file.
Complete
Closing a file out properly.
Settlement Administration
Coordinating settlement bookings, checklists and documentation through to completion.
Discharge & Refinance Administration
Managing the paperwork and coordination involved in discharges and refinances.
Post-Submission Follow-Up
Monitoring files after submission and flagging anything that needs broker attention.
Client File Organisation
Keeping files structured, compliant and easy for your team to pick up at any stage.
General Brokerage Administration
Day-to-day administrative support that keeps the wider business running smoothly.
Before BrokViser, and with BrokViser
A few examples of what typically moves off a broker's desk.
The loan lifecycle, and where BrokViser supports it
The broker retains responsibility for customer relationships, regulated credit activities and lender recommendations.
Lead / Client Engagement
Broker-ledThe broker manages the initial client relationship and needs analysis.
Document Collection
BrokViser supportBrokViser requests, tracks and organises supporting documentation.
Application Preparation
BrokViser supportBrokViser prepares the application file for the broker's review.
Credit Analysis
SharedBrokViser's credit analyst support strengthens the file; the broker retains the credit recommendation.
Submission
Broker-ledThe broker reviews and submits the application to the lender.
Lender Follow-Up
BrokViser supportBrokViser manages lender contact and status tracking.
Conditional Approval
SharedBrokViser coordinates outstanding conditions; the broker manages the client conversation.
Settlement
BrokViser supportBrokViser coordinates settlement administration through to completion.
A note on scope
BrokViser’s loan processing support is administrative and operational in nature. It is designed to prepare files, manage documentation and coordinate with lenders on your behalf, not to provide credit advice or make lending decisions.
Where a task involves credit-related analysis, such as reviewing a borrower’s financial position, that work is distinguished from administrative processing and is covered under Credit Analyst Support. Regulated credit activities remain subject to the Australian Credit Licence and credit representative status held by your brokerage.
Comfortable across the platforms Australian brokerages already use
Platform names reflect systems commonly used across the Australian mortgage broking industry and are illustrative of the environments our processing teams are comfortable working within. Specific software and integrations relevant to your brokerage are confirmed during your Discovery Call.
Frequently Asked Questions
No. BrokViser provides administrative, processing and analytical support to help brokers prepare stronger files. Regulated credit activities, including credit advice and lender recommendations, remain the responsibility of the licensed broker or credit representative. BrokViser does not hold an Australian Credit Licence and is not a credit representative.
Ready to hand off the processing work slowing your pipeline down?
Tell us about your pipeline and we'll work out which functions could move off your desk first.